[IMP] pos/terminals: Update Payment terminals

task-4946909

closes odoo/documentation#14504

X-original-commit: 7234165f58
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
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emmi-odoo
2025-07-18 14:31:51 +00:00
parent 930eceb0bb
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Payment terminals
=================
Connecting and integrating a payment terminal with your POS system allows you to accept multiple
payment options, including credit and debit cards, making the payment process more efficient.
Connect and integrate a payment terminal to a :ref:`POS system <pos/session-start>` to accept
multiple payment options, including credit and debit cards.
.. _terminals/configuration:
.. _pos/terminals/configuration:
Configuration
=============
Go to the :ref:`application settings <configuration/settings>`, scroll down to the
:guilabel:`Payment Terminals` section, and tick your terminal's checkbox.
To activate a payment terminal and allow processing payments with it, follow these steps:
.. image:: terminals/payment-terminals.png
:alt: checkbox in the settings to enable a payment terminal
#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and scroll down to the
:guilabel:`Payment Terminals` section.
#. Enable the relevant terminal.
#. Click :guilabel:`Save`.
#. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the
corresponding payment method <../payment_methods>`.
#. Set the :guilabel:`Integration` field to :guilabel:`Terminal`, select the relevant terminal, and
complete the terminal-specific configuration:
Then, follow the corresponding documentation to configure your device:
- :doc:`Adyen <terminals/adyen>`
- :doc:`Ingenico <terminals/ingenico>`
- :doc:`Mercado Pago <terminals/mercado_pago>`
- :doc:`Razorpay <terminals/razorpay>`
- :doc:`SIX <terminals/six>`
- :doc:`Stripe <terminals/stripe>`
- :doc:`Tyro <terminals/tyro>`
- :doc:`Viva.com <terminals/viva_com>`
- :doc:`Worldline <terminals/worldline>`
#. Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method
to the :guilabel:`Payment Methods` list to make it available in the POS interface.
- :doc:`Adyen configuration <terminals/adyen>`
- :doc:`Ingenico configuration <terminals/ingenico>`
- :doc:`Mercado Pago configuration <terminals/mercado_pago>`
- :doc:`Razorpay configuration <terminals/razorpay>`
- :doc:`SIX configuration <terminals/six>`
- :doc:`Stripe configuration <terminals/stripe>`
- :doc:`Tyro configuration <terminals/tyro>`
- :doc:`Viva.com configuration <terminals/viva_com>`
- :doc:`Worldline configuration <terminals/worldline>`
.. _pos/terminals/terminal-use:
Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
the POS <../payment_methods>`.
Terminal use
============
Pay with a payment terminal
===========================
To process a :ref:`payment <pos/sell>` with a :ref:`configured terminal
<pos/terminals/configuration>` for an order, select the terminal's :doc:`payment method
<../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the
terminal device.
When processing a payment, select the terminal's payment method. Check the amount and
click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
Successful`.
Once the transaction is successful, the payment is automatically validated in Point of Sale.
.. note::
- | In case of connection issues between Odoo and the payment terminal, force the payment by
clicking on :guilabel:`Force Done`, which allows you to validate the order.
| This option is only available after receiving an error message informing you that the
connection failed.
- To cancel the payment request, click on :guilabel:`Cancel`.
- Connection issues between Odoo and the payment terminal result in transaction cancellation.
- To cancel the payment request, click :guilabel:`Cancel`.
.. toctree::
:titlesonly:

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@@ -289,7 +289,7 @@ the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`
.. important::
- The :guilabel:`Add tip after payment` setting only works for a POS in the United States
of America with an :doc:`Adyen <payment_methods/terminals/adyen>` or a :doc:`Stripe
<payment_methods/terminals/stripe>` :ref:`payment terminal <terminals/configuration>`.
<payment_methods/terminals/stripe>` :ref:`payment terminal <pos/terminals/configuration>`.
- The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an
:ref:`Adyen <adyen/tips>` terminal.